Branch Tech Equipment Financial Analyst - Vice President
DESCRIPTION/RESPONSIBILITIES:
You possess exceptional financial analysis skills, ability to influence and are able to partner across the firm to provide strategic analysis, oversight, and coordination of budgeting and forecasting. You have experience in financial modeling and analysis, business management, forecasting, and analysis of financial/business metrics
The Branch Tech Equipment Finance Vice President is a member of the Real Estate Finance team, reporting to the Real Estate CFO. The Real Estate finance team is responsible for the capital planning, financial modeling and investment analysis of the Consumer Banking Branch distribution network of over 4,800 branches. In addition, the group is responsible for over $2.4 billion in annual network distribution expenses, financial and program support of the company’s New Build program and complete financial support to the Chief Administration Office(CAO) functions within Consumer Banking.
Job Responsibilities
* Financial support of branch hardware technology equipment including annual budgeting, monthly forecasting, pro-forma expense/cash flow modeling, and strategy impacting the portfolio of ~50 technology hardware and service products distributed at each of the 4,800 branches inclusive of $150mm in operating expenses.
* Providing business management support to the Branch Operations Product, Branch Workplace Technology, and Branch Formats Managing Directors and other business stakeholder teams including Branch Planning, Real Estate, Procurement, GTI, Technology, and Operations
* Conducting various financial ad-hoc analyses including vendor contract analysis, investment analysis, and monthly branch technology equipment refresh capital and expense tracking
* Collaborating with partners on tech equipment business cases, spend approval requests, and Agile tech prioritization.
* Developing a deep understanding of the branch tech equipment business and financial principles to enable and assess channel performance as well as make recommendations
* Actively participating in monthly branch technology equipment business reviews and steering meetings.
Required qualifications, capabilities and skills
* Bachelor's degree in finance, business or an applicable discipline; MBA a plus
* Minimum of 5 years of successful finance and/or analytical experience preferably in Retail Financial Services
* Deep knowledge and understanding of financial principles and ability to link results to activities including proven analytical, modeling and performance reporting skills
* Keen business acumen and the ability to tell the compelling story from the information
* Exceptional personal management, organizational, and problem solving skills; ability to manage multiple (and changing) project deliverables at same time and build effective partnerships
* Strong team leader and change agent; passionate about partnering with CAO leadership to influence the business and advise up to and including at the MD level
* Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g. Finance, Executive Management, Ops) and proficiency in Excel, Power Point, SAP, and Essbase
Preferred qualifications, capabilities and skills
* Minimum of 5 years of successful finance and/or analytical experience preferably in Retail Financial Services
* Deep knowledge and understanding of financial principles and ability to link results to activities including proven analytical, modeling and performance reporting skills
* Strong team leader and change agent; passionate about partnering with CAO leadership to influence the business and advise up to and including at the MD level
* Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g. Finance, Executive Management, Ops) and proficiency in Excel, Power Point, SAP, and Essbase
Candidates must be able to physically work in our Columbus (Polaris), OH office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.
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